We are live on ! Find out more
APPF icon

AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
376
Hollencrest Capital Management
California
$4.13K
NC
377
North Capital
Utah
$4.13K +$270 +1 +7%
AS
378
Altshuler Shaham
Israel
$4.13K +$4.05K +15 New
CIA
379
Cape Investment Advisory
Georgia
$3.31K
HWM
380
Hemington Wealth Management
Virginia
$3K +$270 +1 +10%
T. Rowe Price Investment Management
381
T. Rowe Price Investment Management
Maryland
$3K +$2.7K +10 New
WTC
382
WhitTier Trust Company
Nevada
$3K
ACM
383
Anfield Capital Management
California
$2.48K
CT
384
Clearstead Trust
Maine
$2.48K
MAM
385
Marquette Asset Management
Minnesota
$2.21K +$2.16K +8 New
CAL
386
Capital Advisors Ltd
Ohio
$2K
BFS
387
Bare Financial Services
Pennsylvania
$1.93K +$540 +2 +40%
LFG
388
Larson Financial Group
Missouri
$1.93K +$1.35K +5 +250%
PTC
389
Private Trust Company
Ohio
$1.65K
RIL
390
Rothschild Investment LLC
Illinois
$1.65K +$1.62K +6 New
TPBG
391
Turning Point Benefit Group
Maryland
$1.28K +$1.35K +5 New
SWM
392
Spire Wealth Management
Virginia
$1.2K
AWM
393
Abound Wealth Management
Tennessee
$1.1K
JWA
394
JFS Wealth Advisors
Pennsylvania
$1.1K
BAM
395
Bellevue Asset Management
Washington
$1.1K +$1.08K +4 New
SC
396
SouthState Corp
Florida
$827
TWD
397
True Wealth Design
Ohio
$827
TIM
398
Tortoise Investment Management
New York
$827 +$540 +2 +200%
PWA
399
Physician Wealth Advisors
Utah
$552 +$540 +2 New
WA
400
WPG Advisers
Maryland
$551